At What Net Worth Do I Need a Trust

At What Net Worth Do I Need a Trust? Navigating the Complexities of Trust Considerations Determining whether you need a trust requires a comprehensive assessment of your financial circumstances and estate planning goals. While net worth plays a significant role, there is no one-size-fits-all threshold. Factors Influencing the Decision Net Worth Thresholds $100,000: A trust can be advantageous for individuals with substantial real estate assets or complex estate needs. $1 million: Trusts become increasingly beneficial for saving on estate taxes....